13F portfolio feed
Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 20 Apr 2026, 10:09:42 UTC | 13F-HR | Emprise Bank CIK 0002018815 | 2026 Q1 Open parsed portfolio | 107 | $249,122,835 | Open SEC source |
| 20 Apr 2026, 10:03:49 UTC | 13F-HR | RiverTree Advisors, LLC CIK 0001872501 | 2026 Q1 Open parsed portfolio | 60 | $157,890,410 | Open SEC source |
| 20 Apr 2026, 10:02:44 UTC | 13F-HR | Investment Research & Advisory Group, Inc. CIK 0001802136 | 2026 Q1 Open parsed portfolio | 277 | $283,907,309 | Open SEC source |
| 20 Apr 2026, 10:02:34 UTC | 13F-HR | LVW Advisors, LLC CIK 0001576053 | 2026 Q1 Open parsed portfolio | 435 | $1,025,227,476 | Open SEC source |
| 20 Apr 2026, 10:01:47 UTC | 13F-HR | Guild Investment Management, Inc. CIK 0001317802 | 2026 Q1 Open parsed portfolio | 47 | $139,950,814 | Open SEC source |
| 20 Apr 2026, 10:00:45 UTC | 13F-HR | Golden Reserve Retirement LLC CIK 0002066488 | 2026 Q1 Open parsed portfolio | 104 | $484,664,044 | Open SEC source |
| 20 Apr 2026, 10:00:17 UTC | 13F-HR | PEOPLES FINANCIAL SERVICES CORP. CIK 0001056943 | 2026 Q1 Open parsed portfolio | 275 | $211,147,199 | Open SEC source |
| 20 Apr 2026, 09:59:38 UTC | 13F-HR | Segment Wealth Management, LLC CIK 0001575581 | 2026 Q1 Open parsed portfolio | 308 | $1,704,385,551 | Open SEC source |
| 20 Apr 2026, 09:58:52 UTC | 13F-HR | Beach Point Capital Management LP CIK 0001453885 | 2026 Q1 Open parsed portfolio | 8 | $252,997,172 | Open SEC source |
| 20 Apr 2026, 09:56:39 UTC | 13F-HR | Values Added Financial LLC CIK 0001973921 | 2026 Q1 Open parsed portfolio | 134 | $237,661,762 | Open SEC source |
| 20 Apr 2026, 09:55:38 UTC | 13F-HR | Foster Victor Wealth Advisors, LLC CIK 0001769063 | 2026 Q1 Open parsed portfolio | 242 | $1,734,296,513 | Open SEC source |
| 20 Apr 2026, 09:54:40 UTC | 13F-HR | Cushing Capital Partners, LLC CIK 0002054827 | 2026 Q1 Open parsed portfolio | 96 | $130,117,459 | Open SEC source |
| 20 Apr 2026, 09:49:27 UTC | 13F-HR | BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 | 2026 Q1 Open parsed portfolio | 133 | $480,496,275 | Open SEC source |
| 20 Apr 2026, 09:48:10 UTC | 13F-HR | NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 | 2026 Q1 Open parsed portfolio | 441 | $1,370,503,549 | Open SEC source |
| 20 Apr 2026, 09:45:59 UTC | 13F-HR | Strong Retirement Solutions LLC CIK 0002111795 | 2026 Q1 Open parsed portfolio | 86 | $142,712,290 | Open SEC source |
| 20 Apr 2026, 09:45:50 UTC | 13F-HR | CWA Asset Management Group, LLC CIK 0001667134 | 2026 Q1 Open parsed portfolio | 644 | $2,917,310,076 | Open SEC source |
| 20 Apr 2026, 09:44:37 UTC | 13F-HR | Darrow Company, Inc. CIK 0001908169 | 2026 Q1 Open parsed portfolio | 56 | $222,144,990 | Open SEC source |
| 20 Apr 2026, 09:42:34 UTC | 13F-HR | Holcombe Financial, Inc. CIK 0002056177 | 2026 Q1 Open parsed portfolio | 49 | $170,151,156 | Open SEC source |
| 20 Apr 2026, 09:32:50 UTC | 13F-HR | Yorktown Management & Research Co Inc CIK 0001313559 | 2026 Q1 Open parsed portfolio | 214 | $119,547,022 | Open SEC source |
| 20 Apr 2026, 09:26:04 UTC | 13F-HR | Thoma Capital Management LLC CIK 0002060298 | 2026 Q1 Open parsed portfolio | 55 | $169,105,860 | Open SEC source |
| 20 Apr 2026, 09:25:11 UTC | 13F-HR | SURIENCE PRIVATE WEALTH LLC CIK 0001900195 | 2026 Q1 Open parsed portfolio | 40 | $93,159,475 | Open SEC source |
| 20 Apr 2026, 09:19:20 UTC | 13F-HR | Assenagon Asset Management S.A. CIK 0001546007 | 2026 Q1 Open parsed portfolio | 1,074 | $62,588,428,304 | Open SEC source |
| 20 Apr 2026, 09:17:45 UTC | 13F-HR | Legal Advantage Investments, Inc. CIK 0001841769 | 2026 Q1 Open parsed portfolio | 79 | $193,535,604 | Open SEC source |
| 20 Apr 2026, 09:16:24 UTC | 13F-HR | GODSEY & GIBB, INC CIK 0000887402 | 2026 Q1 Open parsed portfolio | 389 | $1,148,397,747 | Open SEC source |
| 20 Apr 2026, 09:15:54 UTC | 13F-HR | Tranquility Partners, LLC CIK 0001783773 | 2026 Q1 Open parsed portfolio | 226 | $265,091,146 | Open SEC source |
| 20 Apr 2026, 09:15:05 UTC | 13F-HR | Aurora Investment Managers, LLC. CIK 0001798485 | 2026 Q1 Open parsed portfolio | 30 | $135,936,000 | Open SEC source |
| 20 Apr 2026, 09:14:40 UTC | 13F-HR | Gilbert Capital Group, Inc. CIK 0002035854 | 2026 Q1 Open parsed portfolio | 51 | $129,412,610 | Open SEC source |
| 20 Apr 2026, 09:13:13 UTC | 13F-HR | RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 | 2026 Q1 Open parsed portfolio | 73 | $191,923,567 | Open SEC source |
| 20 Apr 2026, 09:11:42 UTC | 13F-HR | Consilium Wealth Advisory, LLC CIK 0001904906 | 2026 Q1 Open parsed portfolio | 102 | $293,170,725 | Open SEC source |
| 20 Apr 2026, 09:10:22 UTC | 13F-HR | BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 | 2026 Q1 Open parsed portfolio | 229 | $1,189,505,188 | Open SEC source |
| 20 Apr 2026, 09:09:01 UTC | 13F-HR | Focused Wealth Management, Inc CIK 0001586052 | 2026 Q1 Open parsed portfolio | 200 | $957,024,632 | Open SEC source |
| 20 Apr 2026, 09:08:39 UTC | 13F-HR | Gestion Amiral CIK 0001828064 | 2026 Q1 Open parsed portfolio | 16 | $180,011,446 | Open SEC source |
| 20 Apr 2026, 09:08:36 UTC | 13F-HR | MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 | 2026 Q1 Open parsed portfolio | 138 | $3,658,218,960 | Open SEC source |
| 20 Apr 2026, 09:07:33 UTC | 13F-HR | Centennial Wealth Advisory LLC CIK 0001839421 | 2026 Q1 Open parsed portfolio | 160 | $412,988,643 | Open SEC source |
| 20 Apr 2026, 09:06:04 UTC | 13F-HR | Kercheville Advisors, LLC CIK 0001890748 | 2026 Q1 Open parsed portfolio | 106 | $312,661,020 | Open SEC source |
| 20 Apr 2026, 09:04:33 UTC | 13F-HR | Keudell/Morrison Wealth Management CIK 0001785498 | 2026 Q1 Open parsed portfolio | 245 | $489,018,002 | Open SEC source |
| 20 Apr 2026, 09:03:41 UTC | 13F-HR | Courant Investment Management LLC CIK 0001695426 | 2026 Q1 Open parsed portfolio | 7 | $102,405,949 | Open SEC source |
| 20 Apr 2026, 09:02:43 UTC | 13F-HR | Hixon Zuercher, LLC CIK 0001806752 | 2026 Q1 Open parsed portfolio | 85 | $321,143,475 | Open SEC source |
| 20 Apr 2026, 08:51:49 UTC | 13F-HR | Cantonale Vaudoise Banque CIK 0001793755 | 2026 Q1 Open parsed portfolio | 869 | $2,657,222,000 | Open SEC source |
| 20 Apr 2026, 08:51:28 UTC | 13F-HR | OP Asset Management Ltd CIK 0002097005 | 2025 Q3 Open parsed portfolio | 793 | $7,775,507,085 | Open SEC source |
| 20 Apr 2026, 08:40:51 UTC | 13F-HR | Apella Capital, LLC CIK 0001801507 | 2026 Q1 Open parsed portfolio | 677 | $6,732,936,257 | Open SEC source |
| 20 Apr 2026, 08:26:10 UTC | 13F-HR | Ashoka WhiteOak Capital Pte Ltd CIK 0002031708 | 2026 Q1 Open parsed portfolio | 18 | $263,512,958 | Open SEC source |
| 20 Apr 2026, 08:19:47 UTC | 13F-HR | Provenance Wealth Advisors, LLC CIK 0002081584 | 2026 Q1 Open parsed portfolio | 412 | $944,518,491 | Open SEC source |
| 20 Apr 2026, 08:04:11 UTC | 13F-HR | Svenska Handelsbanken AB (publ) CIK 0001643792 | 2026 Q1 Open parsed portfolio | 1 | $1,382,000 | Open SEC source |
| 20 Apr 2026, 07:53:16 UTC | 13F-HR | OP Asset Management Ltd CIK 0002097005 | 2025 Q2 Open parsed portfolio | 797 | $6,969,623,367 | Open SEC source |
| 20 Apr 2026, 07:18:11 UTC | 13F-HR/A | OP Asset Management Ltd CIK 0002097005 | 2026 Q1 - New Holdings Open parsed portfolio | 64 | $1,805,935,988 | Open SEC source |
| 20 Apr 2026, 06:44:49 UTC | 13F-HR | OP Asset Management Ltd CIK 0002097005 | 2025 Q1 Open parsed portfolio | 813 | $6,112,527,016 | Open SEC source |
| 20 Apr 2026, 06:02:43 UTC | 13F-HR | FACTORIAL MANAGEMENT Ltd CIK 0001697137 | 2026 Q1 Open parsed portfolio | 3 | $3,824,437 | Open SEC source |
| 17 Apr 2026, 18:54:30 UTC | 13F-HR | Astoria Strategic Wealth, Inc. CIK 0001777914 | 2026 Q1 Open parsed portfolio | 37 | $393,897,527 | Open SEC source |
| 17 Apr 2026, 18:35:00 UTC | 13F-HR | Aspen Capital Management, LLC CIK 0002065974 | 2026 Q1 Open parsed portfolio | 77 | $403,967,865 | Open SEC source |